iShares Russell 2000 Value Index shares owned by United Asset Strategies
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by United Asset Strategies
from 13F filings
Historical chart of United Asset Strategies investment in iShares Russell 2000 Value Index
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Quarterly reported holdings in iShares Russell 2000 Value Index by United Asset Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.1M | 26k | 158.81 |
| 2023-12-31 | $2.0M | 13k | 155.33 |
| 2023-09-30 | $1.9M | 14k | 135.56 |
| 2023-06-30 | $4.8M | 34k | 140.80 |
| 2023-03-31 | $4.6M | 34k | 137.02 |
| 2022-12-31 | $4.6M | 33k | 138.67 |
| 2022-09-30 | $4.0M | 31k | 128.93 |
| 2022-06-30 | $4.1M | 30k | 136.16 |
| 2022-03-31 | $4.8M | 30k | 161.39 |
| 2021-12-31 | $4.8M | 29k | 166.04 |
| 2021-09-30 | $4.3M | 27k | 160.22 |
| 2021-06-30 | $4.2M | 26k | 165.76 |
| 2021-03-31 | $4.5M | 28k | 159.47 |
| 2020-12-31 | $3.8M | 29k | 131.75 |
| 2020-09-30 | $1.8M | 18k | 99.34 |
| 2020-06-30 | $1.8M | 18k | 97.48 |
| 2020-03-31 | $1.5M | 18k | 82.02 |
| 2019-12-31 | $9.0M | 70k | 128.58 |
| 2019-09-30 | $2.6M | 22k | 119.40 |
| 2019-06-30 | $2.5M | 21k | 120.48 |
| 2019-03-31 | $2.2M | 18k | 119.90 |
| 2018-12-31 | $1.6M | 15k | 107.55 |
| 2018-09-30 | $1.7M | 13k | 133.03 |
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